PFM Asset Management LLC (“PFM”), an affiliate of The PFM Group, is currently seeking a Relationship Manager to assist with new business development and client management for its investment advisory practice in New Hampshire. When not traveling, the Relationship Manager will work remotely from a home office. This position affords the successful candidate an opportunity to work closely with the region's Managing Directors and other seasoned professionals during periodic travel to PFM’s Boston, MA and Harrisburg, PA offices. Individuals interested in this role should be self-motivated and highly organized, possess strong interpersonal skills, and have demonstrated success building institutional client relationships.
PFM is a privately held registered investment advisor headquartered in Harrisburg, Pennsylvania, with offices around the country and is among the leading investment managers in the United States. PFM provides cash management, investment management and consulting services to local governments and other tax-exempt institutions. The company manages approximately $65 billion in discretionary assets, consisting of short-term fixed income assets for operating funds and bond proceeds and longer-term multi-asset class portfolios. The core of our New Hampshire business is our ongoing engagement to serve as investment advisor and marketing agent for the New Hampshire Public Deposit Investment Pool (NHPDIP), a local government investment pool. We also offer separate account management to individual local governments and nonprofits in New Hampshire and we manage multi-asset class portfolios for retirement, endowment and foundation funds.
Qualified applicants should have extensive client-facing work experience, knowledge of the institutional fixed income investment market, and have worked in or with public sector entities and other institutional investors.
Key Tasks include:
Compensation includes a competitive base salary, bonus eligibility, and comprehensive benefits package. PFM also offers the option for participation in profit sharing and 401K plans.
Extensive travel within PFM’s Northeast region, and particularly within the state of New Hampshire, is a requirement of this position. When not traveling, this person will work remotely from a home office.
Please visit PFM’s career portal at https://careers-pfm.icims.com to submit an application.
PFM is an Equal Opportunity Employer (EOE, M/F/D/V) and maintains a drug-free work environment.